My client is an Independent Financial Advisory firm based in the Wakefield area, providing individual clients and businesses with advice across Pensions, Investments, Retirement & Estate Planning.
We are urgently seeking an IFA Administration Team Leader, who will primarily manage the company’s back-office Administration staff, ensuring the smooth and efficient running of the office on a daily basis and coordination between Advisers, Paraplanners, and Administrative staff.
Specifically, you’ll be responsible for:
- Leading the day-to-day activities of the Administration teams, training and motivating the team to achieve objectives and promoting the health, safety, and welfare of all team members.
- Leading the recruitment and onboarding process and conducting performance reviews and appraisals in line with company objectives.
- Using a Diary Management System to allocate and track incoming work across the Administration teams.
- Liaising with advisors throughout the advice process and supporting the production of portfolio and fund analysis reports for advisor/client meetings.
- Using platforms and liaising with product providers to obtain information about existing and potential investments, including the coordination of training on new products.
- Assisting the compliance officer to ensure compliance standards are met throughout the financial services department.
- Supporting the directors with project work in relation to improvements in business operations.
- Suggesting and implementing improvements in business systems and processes, operational efficiency, and team development.
We seek a candidate who has some Management or Team Leading experience in the Financial Services industry, ideally from within an Independent Financial Advisory sector, with a proven track record of managing a team and evidence of team development and progression. You will have a good understanding of the Financial Advice sales process, business submission process, and the commissions and fee payment process. Knowledge of Intelligent Office and/or involvement with systems migrations/upgrades would be advantageous. Additional Financial Services qualifications such as working towards or achieving a Level 4 Diploma in Financial Planning would also be beneficial.
A great salary is offered with this 1-year fixed-term contract position, with a good bonus to be paid at the end of the contract, with the possibility of it being extended or made permanent.
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